Wolverine Asset Management’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Wolverine Asset Management’s Portfolio BCAT Stock Details BCAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-181,129	Closed	-$2.56M	–	1706
2025 Q4	$2.56M	Buy	+181,129	New	+$2.62M	0.02%	521
2025 Q2	–	Sell	-114,083	Closed	-$1.64M	–	1621
2025 Q1	$1.64M	Buy	114,083 +31,629	+38%	+$483K	0.02%	568
2024 Q4	$1.25M	Buy	+82,454	New	+$1.33M	0.01%	635
2024 Q1	–	Sell	-119,919	Closed	-$1.79M	–	1677
2023 Q4	$1.79M	Buy	+119,919	New	+$1.74M	0.02%	560
2023 Q1	–	Sell	-367,418	Closed	-$5.1M	–	1893
2022 Q4	$5.1M	Buy	367,418 +65,752	+22%	+$928K	0.05%	338
2022 Q3	$4.11M	Sell	301,666 -46,471	-13%	-$690K	0.04%	363
2022 Q2	$5.1M	Buy	348,137 +34,255	+11%	+$529K	0.05%	319
2022 Q1	$5.2M	Buy	313,882 +147,555	+89%	+$2.59M	0.05%	283
2021 Q4	$3.23M	Buy	166,327 +95,659	+135%	+$1.86M	0.03%	421
2021 Q3	$1.43M	Buy	70,668 +45,048	+176%	+$973K	0.01%	603
2021 Q2	$560K	Buy	+25,620	New	+$544K	﹤0.01%	852

Other funds holding BCAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wolverine Asset Management's BCAT Position: Q1 2026 in Review

Wolverine Asset Management sold out of BlackRock Capital Allocation Term Trust (BCAT) in Q1 2026, closing a stake of 181,129 shares — an estimated $2.56M sold.

Wolverine Asset Management first reported a position in BCAT in Q2 2021 and held it in 11 quarters. The position peaked at $5.2M in Q1 2022. 100 funds tracked by Wall St. Rank hold BCAT as of Q1 2026.

Wolverine Asset Management reported no remaining BlackRock Capital Allocation Term Trust position as of Q1 2026 after selling out during the quarter.
Wolverine Asset Management sold 181,129 BlackRock Capital Allocation Term Trust shares in Q1 2026, an estimated $2.56M.
Wolverine Asset Management first reported a position in BlackRock Capital Allocation Term Trust in Q2 2021 and held it in 11 quarters.
Wolverine Asset Management's BlackRock Capital Allocation Term Trust position peaked at $5.2M in Q1 2022.
100 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2026.

Based on Wolverine Asset Management's 13F filing for Q1 2026, filed 4 May 2026.